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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,926 | $138,078-5.9% | $125,363+3.6% | $134,509-3.4% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -15.79% | 750.49%-766.3pp | 572.15%-587.9pp | 418.13%-433.9pp |
| Employer contribution / active EE | $2,266 | $5,245-56.8% | $4,815-52.9% | $4,741-52.2% |
| Participant deferral / active EE | $6,472 | $7,800-17.0% | $7,447-13.1% | $6,400+1.1% |
| Admin fee / account holder | $27,727 | $11,566+139.7% | $10,005+177.1% | $11,427+142.7% |